Thomas S. Woodward

FIRST NATIONAL ADVISERS

Overland Park, KS 66211

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CRD#: 4586353

Professional summary

Thomas Scott Woodward, CFP®, who also goes by Thomas S Woodward, Tom Woodward, is a registered financial advisor currently at FIRST NATIONAL ADVISERS, LLC located in Overland Park, Kansas.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Thomas has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Thomas S Woodward | Tom Woodward

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 04/19/2023, 152 hours per month allocated to UMB Bank during normal business hours. 2) Delta Wash Pros, Independence, MO, Owner, July 2021, 10 hrs per month,

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Scott Woodward's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

October 29, 2025 - Present

FIRST NATIONAL ADVISERS, LLC

Office #1: 4650 College Blvd Suite 200, Overland Park, KS 66211

RIA

CRD#: 277146

Overland Park, KS

Past

April 19, 2023 - October 14, 2025

UMB FINANCIAL SERVICES, INC.

RIA

CRD#: 17073

Leawood, KS

Past

October 25, 2012 - May 9, 2017

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

LEAWOOD, KS

Past

October 25, 2012 - May 9, 2017

RBC CAPITAL MARKETS, LLC

CRD#: 31194

LEAWOOD, KS

Past

October 23, 2009 - October 26, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LEAWOOD, KS

Past

October 23, 2009 - October 26, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LEAWOOD, KS

Past

February 22, 2006 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

OVERLAND PARK, KS

Past

February 10, 2006 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

OVERLAND PARK, KS

Past

November 12, 2002 - February 14, 2006

EDWARD JONES

CRD#: 250

KANSAS CITY, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIRST NATIONAL ADVISERS, LLC

FIRST NATIONAL ADVISERS, LLC | PRIVATE WEALTH RESERVE

CRD#: 277146 / SEC#: 801-103473

RIA

Registered Investment Advisory firm - (8/7/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(10/29/2025)

IAR

Missouri
(10/29/2025)

IAR

Nebraska
(10/31/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/21/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/14/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/13/2025

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/11/2002

General Securities Representative Examination

Current Firm

FIRST NATIONAL ADVISERS, LLC

FIRST NATIONAL ADVISERS, LLC | PRIVATE WEALTH RESERVE

CRD#: 277146 / SEC#: 801-103473

RIA

Registered Investment Advisory firm - (8/7/2015 Approved)

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Contact information

Main Address

14010 Fnb Parkway Suite 200, Omaha, NE 68154

Mailing Address

1601 Dodge Street, Omaha, NE 68197

Phone number

(800) 538-7298

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FNA ADV PART 2A (4/9/2025)

Regulatory assets under management

Total Number of Accounts	1,221
AUM (Assets Under Management)	$ 6,571,419,555

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/27/2025	Cover Page	Report
06/28/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Thomas S. Woodward

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Scott Woodward's CRS (Customer Relationship Summary).

Certified licenses

Experience

UMB FINANCIAL SERVICES, INC.

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

EDWARD JONES

Primary Firm SEC Registration

FIRST NATIONAL ADVISERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/21/2006

Series 63

Date: 11/14/2002

SIE

Date: 5/13/2025

Series 7

Date: 11/11/2002

Current Firm

FIRST NATIONAL ADVISERS, LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FIRST NATIONAL ADVISERS, LLC

TRUST BUT VERIFY

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